Secure payment request workflows
01 / 04Payment Operations
CLIENT TYPE / CANADIAN FINANCIAL-SERVICES COMPANY
A secure operating platform for payment workflows.
A custom internal platform that brings payment requests, approvals, tracking and reporting into one controlled workflow.
Internal platformPayment workflowsPermissionsReporting
$5M+in client payment volume dispatched through the platformCLIENT PLATFORM ACTIVITY
WORKFLOW VIEW
Designed around the operationPayment operations
Request createdReady for review In workflow
Approval recordedAuthorized In workflow
Payment statusDispatched In workflow
How work movesSTATE
01RequestsConnected
02ApprovalsConnected
03ReportingNext
- Client
- Canadian financial-services company
- Need
- Payment activity, approvals and customer context were spread across separate processes. The team needed a safer, clearer way to dispatch payments and follow every request through completion.
- What we built
- SolServe designed and built a role-based operations platform with payment request workflows, administrative controls, status tracking, reporting and notifications.
KEY FUNCTIONALITYBuilt around the work
01 02 03 04
Built around the work
people need to complete.
Role-based permissions and admin controls
Status tracking and operational dashboard
Reporting and notifications
Controlled requests
Each payment request follows a defined path with the information and permissions required for review.
Visible status
Operators can see what is ready, in review or complete without reconstructing the history across tools.
Operational reporting
Payment activity and exceptions remain connected to the workflow that produced them.
OUTCOME
The platform has supported more than $5 million in client payment volume while giving the operations team a clearer view of requests, exceptions and completed activity.
The $5M+ figure represents payment activity processed for the client through the platform. It is not SolServe revenue.
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